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The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.Title: Standing Out in a Crisis – Keys to Growing & Enhancing Your Practice Through Market CyclesĪccepted for one hour of CFP ®, CFA ® & CIMA ®, CIMC ®, CPWA ® or RMASM CE Credit for live webcast attendees. The XY Planning Network is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums.

Press release by FiComm Partners and facilitated media introductions to invited media members at conferenceįor media inquiries, contact XY Planning Network Promotional video and feature on by Bill Winterberg

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Snappy Kraken will receive networking and advisory opportunities to grow and scale their business, free passes to attend #XYPN17, free 5×5 booth space, as well as the following benefits:Īrticle on Nerd's Eye View at featuring the new technology 'Advisors can select compliance-approved content or leverage their own custom content to connect with prospects, nurture leads with relevant campaigns, and ultimately convert qualified individuals into long-term clients.' 'I'm very impressed how Snappy Kraken streamlines online marketing and campaign management for financial advisors,' said Bill Winterberg, founder of, and technology consultant for financial advisors. In order to be chosen as a finalist, their technology had to be for financial planners and support delivering financial planning services to Gen X and/or Gen Y clients, launched in the last 12 months and have less than $1 million in revenue. The 2016 winner was elected from a pool of 19 applicants across the United States. Attending XYPN16, and getting personal one-on-one time with the kinds of driven professionals who will be using our platform, has been inspiring. 'We've been hard at work building our technology for about 5 months now.

'There are so many passionate people here. 'XY Planning Network is proud to make our network platform a space to help innovative financial technology firms improve their products, and in the process make servicing Gen X and Gen Y clientele easier and more profitable.' 'The FinTech competition's role in connecting exciting new technology companies with advisors of the future further solidifies XY Planning Network's mission to create an environment for Gen X and Gen Y advisors to thrive,' said Alan Moore, co-founder of XY Planning Network. 'Our FinTech competition was created to give startup advisor technology firms a venue to showcase and market what they're developing, and a ready audience of tech-savvy financial advisors who can become their first adopters.' But we find today's technology solutions for advisors still lacking,' said Michael Kitces, co-founder of XY Planning Network. 'Leveraging technology is absolutely essential for advisors to effectively deliver financial planning services to Gen X and Gen Y clients. The announcement was made at the #XYPN16 conference, the industry's only financial planning conference exclusively for advisors serving Gen X and Gen Y clients.

XY Planning Network today announced Snappy Kraken as the winner of its inaugural FinTech Competition, focused squarely on tech innovation that helps improve the ability of financial advisors to deliver financial planning services to Gen X and Gen Y consumers. Snappy Kraken was founded by financial marketing technologists, Robert Sofia, Bradley DeLoatche, and Angel Gonzalez Snappy Kraken developed a marketing technology platform for financial advisors that provides a single source for personalizing, deploying, managing, and tracking a suite of ready-made marketing campaigns and business processes XYPN's Inaugural #FinTech competition was designed to support tech innovation focused on solutions to help improve the ability of advisors to deliver of financial planning to Gen X & Y consumers

SAN DIEGO, CA -(Marketwired - September 20, 2016).